Requirements

Key Responsibilities

Day 0 and MVP Implementation

• Work alongside Fenergo, systems integrators and implementation partners to deliver the initial KYC platform capability.

• Review and challenge solution designs, requirements, configuration approaches and integration patterns proposed by third parties.

• Ensure that business and AFC policy requirements are translated accurately into Fenergo workflows, rules, risk models and data requirements.

• Validate that proposed solutions use standard Fenergo capabilities appropriately and avoid unnecessary customisation.

• Participate directly in platform configuration, integration development, testing, data migration and deployment activities.

• Identify design defects, product limitations, operational risks and maintainability concerns early in the delivery lifecycle.

• Ensure that technical decisions, configuration and integration patterns are appropriately documented.

• Establish effective knowledge transfer from implementation partners into LSEG.

• Build sufficient internal capability to support a controlled transition from vendor-led implementation to internal platform ownership.

• Support readiness for production, including operational acceptance, support models, monitoring, release processes and environment controls.

Platform Configuration and Development

• Configure and maintain Fenergo KYC and Client Lifecycle Management capabilities.

• Develop workflows covering onboarding, due diligence, periodic reviews, event-driven reviews, remediation and offboarding.

• Configure lifecycle stages, activities, tasks, queues, approvals, routing logic, service levels and exception-handling processes.

• Configure entity types, related parties, ownership and control structures, beneficial ownership requirements, documents and declarations.

• Develop and maintain customer risk-assessment models, due-diligence rules and risk-based processing.

• Configure user roles, permissions, work groups and segregation-of-duties controls.

• Assess new requirements against existing platform capabilities and recommend appropriate implementation options.

• Promote reusable configuration patterns and consistent engineering standards across the platform.

• Maintain the platform in a manner that minimises technical debt and supports future scalability.

Policy and Rules Management

• Translate KYC, AML and wider AFC policies into executable Fenergo configuration and decision logic.

• Configure policy rules based on jurisdiction, legal-entity type, product, customer relationship, risk, ownership and other relevant attributes.

• Implement simplified, standard and enhanced due-diligence requirements.

• Configure policy applicability, data requirements, evidence requirements, documentation and approval thresholds.

• Maintain customer risk-rating methodologies and associated decision rules.

• Perform impact assessments for changes to AFC policy, regulation or business processes.

• Maintain traceability between policy requirements, business rules, platform configuration and test evidence.

• Ensure policy changes are implemented through controlled product and release-management processes.

Integration Development

• Design, develop and support integrations between Fenergo and the broader LSEG technology estate.

• Implement integrations using supported Fenergo APIs, events, webhooks, connectors, batch interfaces and internal integration mechanisms.

• Integrate Fenergo with party-master platforms, screening services, identity-verification providers, document repositories, product platforms, data services and reporting solutions.

• Define and maintain interface contracts, field mappings, validation rules, transformations and reconciliation controls.

• Implement appropriate integration monitoring, error handling, retry and recovery processes.

• Diagnose issues across Fenergo, middleware, data and downstream-system boundaries.

• Work with architecture and engineering teams to ensure integrations align with LSEG security, data and technology standards.

• Manage the impact of changes to upstream and downstream systems on Fenergo processes.

Product-Led Platform Ownership

• Take long-term ownership of Fenergo as a strategic KYC platform and technology product.

• Work closely with the Product Owner to define and maintain the platform roadmap and product backlog.

• Translate business outcomes, policy changes, operational improvements and technical requirements into deliverable backlog items.

• Contribute technical expertise during product discovery, prioritisation and roadmap planning.

• Balance new capability delivery with platform resilience, simplification, maintenance and technical-debt reduction.

• Provide clear advice on platform capabilities, constraints, costs and design trade-offs.

• Identify opportunities to improve automation, user experience, control effectiveness and operational efficiency.

• Track platform performance, adoption, service quality and delivery outcomes.

• Support incremental development of the platform beyond the initial MVP.

• Ensure the platform evolves in line with changing business, regulatory and technology requirements.

Agile Delivery

• Operate as a senior member of a cross-functional Agile product team.

• Participate in discovery, backlog refinement, sprint planning, daily stand-ups, reviews and retrospectives.

• Break down requirements into clear technical and configuration deliverables.

• Provide estimates and identify dependencies, delivery risks and technical constraints.

• Deliver configuration, integrations and platform enhancements through iterative releases.

• Work closely with Product, AFC Operations, Compliance, Architecture, Engineering, Testing and Service Management.

• Support automated and repeatable testing, deployment and configuration-validation practices.

• Ensure that each release meets agreed functional, non-functional, security and operational requirements.

• Promote continuous improvement across engineering and product-delivery practices.

Environment, Release and Configuration Management

• Manage Fenergo environments across development, testing, pre-production and production.

• Establish controlled processes for configuration promotion and deployment between environments.

• Maintain environment-specific settings, endpoints, reference data and integration dependencies.

• Support release planning, implementation, verification and rollback activities.

• Identify and resolve configuration drift and unintended differences between environments.

• Coordinate SaaS upgrades, patches, maintenance windows and vendor releases.

• Assess vendor release notes and identify impacts on existing configuration, integrations and operating processes.

• Ensure appropriate regression testing is completed for platform upgrades and changes.

• Maintain accurate configuration inventories, release records and audit evidence.

• Ensure platform changes comply with LSEG change, security and operational-risk controls.

Platform Operations and Service Management

• Own the technical health and operational stability of the Fenergo platform.

• Provide technical support for production processes and business-critical KYC journeys.

• Investigate incidents involving workflows, rules, integrations, data, access or platform configuration.